MS Dynamics 365 CRM & Cisco CC Integration

@AwaisChaudhry

Hello, I understand that you are looking for an experienced Microsoft Dynamics 365 CRM consultant to develop a robust solution for your microfinance institution in Kenya. My approach will focus on designing and configuring the CRM to effectively manage customer lifecycle processes like onboarding, loan management, and reporting while ensuring seamless integration with your Cisco Contact Center. This will include setting up CTI features like screen pop-ups and call logging to enhance customer engagement. With proven experience in CRM implementations, particularly in financial services, I can ensure the system meets your compliance requirements while delivering a user-friendly experience. I will provide comprehensive documentation and training to ensure your team is fully equipped to utilize the new system effectively. What specific features or customizations do you envision for the loan management and reporting modules in Dynamics 365? Thanks, Muhammad Awais

@AyavinSolutions

Hello there, I am seasoned solution architect and Dynamics 365 CRM technical and functional consultant. I am working in dynamics 365 for around 15 years and have proven skills in setting up the modules based on business requirements. I have setup telephone system before as well and have experience in Cisco contact Centre, ring central, 3cx and dynamics telephony. I can explain more things in details . Let’s connect and talk in details. Regards Samira

@sagarwal3005

We understand the unique needs of your microfinance institution in Kenya and are ready to deliver a tailored Microsoft Dynamics 365 CRM solution integrated seamlessly with your Cisco Contact Center. With our expertise in CRM implementation, Contact Center integration, and data security, we ensure a unified customer engagement experience aligned with local regulations. Our team of certified professionals will provide user manuals, admin documentation, training sessions, and post-deployment support. With a proven track record in financial services, we guarantee a fully deployed system within 8–12 weeks. Trust us to optimize your customer lifecycle and loan management processes with efficiency and compliance.

@irsolutions

Having over 10 years of experience in web and mobile development, including expertise in Microsoft Dynamics 365 CRM and Cisco Contact Center integration, I understand the importance of a seamless customer engagement experience for your microfinance institution in Kenya. Your project requirements for implementing a tailored CRM solution, configuring modules for customer lifecycle management, and integrating with Cisco Contact Center align perfectly with my skill set. I have successfully delivered similar projects in the financial services sector, including CRM implementations for customer onboarding, loan processing, and reporting. My experience with Cisco Contact Center integration, CTI standards, and API development ensures that your platform will have screen pop-ups, call logging, and real-time interaction history tracking. I hold relevant certifications in Dynamics 365 Customer Engagement and have a proven track record in documenting processes, training end-users, and ensuring data security compliance. By choosing me for this project, you can expect a fully deployed and configured Dynamics CRM system, seamless Cisco Contact Center integration, thorough user manuals, and post-deployment support. If you are ready to take your CRM and customer engagement to the next level, I encourage you to reach out to discuss your project further. Let's work together to create a solution that meets your needs within the budget and timeline you have specified.

@AmazingEngr76386

With my extensive experience in Microsoft Dynamics 365 CRM implementation, particularly in financial and microfinance sectors, I am equipped to deliver the tailored CRM solution your institution needs. I understand the unique challenges of managing customer lifecycles, loans, collections, reporting, and regulatory compliance in a microfinance setting. Moreover, I have successfully integrated CRM systems with Cisco Contact Center platforms in prior projects. The integration we'll achieve will enable a unified engagement experience for your customers through features like screen pop-ups with customer details on incoming calls, click-to-call functionality, real-time interaction history, and customer journey tracking. I believe in timeliness, clear communication, and milestones' based progress enabling me to provide a fully deployed and configured Dynamics CRM system as well as a working Cisco Contact Center integration. My team and I are committed to delivering work aligned with your objectives and long-term growth plans. After the delivery of the system, we'll conduct comprehensive training sessions for both end-users and admins plus provide post-deployment support for at least 1 month. Looking forward to discussing this project further and providing you with a detailed proposal including my past project examples, relevant certifications/skills, and estimated cost/timelines! Let's bring your vision to life!

@AITSoft

Hello, I understand that you are looking for a skilled Microsoft Dynamics 365 CRM consultant to create a robust CRM solution for your microfinance institution in Kenya. My approach will focus on implementing Dynamics 365 tailored specifically for your lending process, which includes customer onboarding, loan processing, and collections. I will ensure seamless integration with Cisco Contact Center (UCCX), providing features like screen pop-ups, call logging, and real-time interaction tracking to enhance customer engagement. My experience with Dynamics 365 and Cisco integrations makes me confident in delivering a solution that meets your requirements. Additionally, I will prioritize data security and compliance, ensuring that all processes align with local regulations and best practices. Post-deployment, I will provide comprehensive training and user manuals to ensure your team is fully equipped to use the system. What specific challenges are you currently facing with your existing customer management processes that you hope this integration will address? Thanks, Shamshad

@designfacecom

As an experienced Microsoft Dynamics 365 CRM consultant, I have successfully implemented tailored CRM solutions for diverse industries, including financial services. Given your microfinance institution's need for a comprehensive customer lifecycle management platform, my expertise becomes critical in streamlining loan processing, collection efforts, and accurate reporting. What sets me apart is my hands-on experience with Cisco Contact Center Integration like UCCX as well as my familiarity with CTI standards and APIs. To maximize the potential of Dynamics CRM for your institution, I'm competent in developing custom workflows, proficient in Power Automate flows and skilled in other CRM customizations that optimize efficiency and productivity. Moreover, I've demonstrated a strong commendation to regulation-aligned data security practices - imperative for the sensitive nature of financial information your institution handles. I understand the importance of not just delivering a fully deployed and configured system but also ensuring you have the skills to maneuver it confidently even after implementation. With this said, I will provide not only user manuals and admin documentation but also comprehensive end-user and admin training sessions to bring everyone up to speed. Rest assured, my support extends beyond installation and configuration—I'll be available post-deployment for at least 1 month to cater to any concerns or fine-tuning you may require.

@gigatorb

Hi, With 18+ years of experience delivering Dynamics 365 CRM & automation solutions, I can design and deploy a tailored microfinance CRM integrated with your Cisco Contact Center to ensure seamless customer engagement and secure loan lifecycle management. Discovery & Design: Analyze your lending workflows, KYC, and Cisco UCCX integration needs. CRM Configuration: Build modules for onboarding, loan lifecycle, repayment tracking, delinquency management, and case management. Integration: Implement CTI with Cisco UCCX screen pops, call logging, click-to-call, real-time customer journey tracking. Reporting & Securit: Deploy Power BI dashboards, enforce compliance, and secure data handling. Training & Support : Deliver user/admin training, documentation, and 1-month post-deployment support. Do you already have a Cisco UCCX API license and telephony integration middleware in place, or should I include setup recommendations in the scope? Let’s connect for a free 15-min strategy call no obligation, just value! I’ll walk you through how the solution can be implemented step by step. Thanks Lav

@AutomateBoring

Hi, I understand you require expert support for at least one month to work on a Dynamics CRM project with Contact Center integration. I have extensive experience in customizing Dynamics CRM to handle advanced customer interaction workflows, integrating telephony/IVR systems, and optimizing contact routing. My approach involves assessing your current CRM setup, mapping key integration points with the Contact Center, configuring workflows and plugins for automation, and implementing robust reporting dashboards for performance tracking. I’ve successfully delivered similar projects where the CRM was seamlessly linked to call handling platforms, resulting in faster resolution times and improved customer satisfaction. Can you confirm which Contact Center platform you are using?

@maksymh31

Hello Rogers, I am excited about the opportunity to work on your Microsoft Dynamics 365 CRM and Cisco Contact Center integration project. With extensive experience in implementing Dynamics 365 solutions, particularly tailored for the microfinance sector, I understand the unique challenges and requirements associated with customer lifecycle management, loan processing, and seamless integration with CTI systems. My approach involves a thorough assessment of your current processes followed by designing a customized CRM that facilitates customer onboarding, loan management, and robust reporting capabilities. I will ensure that the integration with the Cisco Contact Center is smooth, providing functionalities such as screen pop-ups, call logging, and real-time customer tracking to enhance user experience. I have successfully completed similar projects where I developed custom workflows and Power Automate flows, ensuring compliance with local regulations. I will provide comprehensive documentation and training to support your team post-deployment. What specific challenges do you currently face with your existing CRM or contact center system that you would like to address through this integration? Thanks, MAKSYM

@ImtiyazAliJafri1

Hi Team, I’m Imtiyaz, a Microsoft Dynamics 365 CRM consultant with proven experience delivering tailored CRM solutions for financial services, including microfinance institutions. I understand your goal to implement a Dynamics 365 system optimized for customer lifecycle, loan management, and reporting—while seamlessly integrating with Cisco Contact Center (UCCX) for a unified engagement experience. In a recent project for an African micro-lender, I deployed Dynamics 365 with custom loan processing workflows, repayment tracking, and delinquency management. I integrated the CRM with their telephony platform via CTI, enabling screen pop-ups, click-to-call, and real-time interaction tracking, improving agent efficiency by 40%. For a banking client, I configured Power Automate flows for KYC, loan approvals, and automated reminders, reducing processing times by 35%. For your project, I will: Design and configure Dynamics 365 for microfinance workflows. Build secure, compliant integrations with UCCX. Implement dashboards, reporting, and full CTI functionality. Deliver documentation, training, and post-launch support. I hold Microsoft Dynamics 365 CE certification and have hands-on Cisco Contact Center integration experience. I can deliver within 8–12 weeks with measurable efficiency gains. Best regards, Imtiyaz

@KewanDevelops

❗On‑time. On‑budget. Exactly how you envisioned it.❗ I don’t just complete projects. I deliver results that make a difference. I turn ideas into a polished, high-quality reality that works the way you need them to. I understand the need for a clean, professional, and user-friendly Microsoft Dynamics 365 CRM tailored to your microfinance institution, seamlessly integrated with Cisco Contact Center for a unified customer engagement experience. I bring extensive, proven experience and have successfully completed numerous projects outside of this platform. Clients choose me because I communicate clearly, meet deadlines without excuses, and take ownership of every detail. If you’re looking for a freelancer who treats your project like their own and ensures it exceeds expectations, let’s make it happen. Regards, Kewan

@nidhip091

Hello, I can deliver a tailored Microsoft Dynamics 365 CRM integrated with Cisco UCCX to streamline your microfinance operations from onboarding & KYC to loan processing, repayment tracking, customer service, and real-time call integration. Key Deliverables: Customized Dynamics 365 CRM modules for lending workflows. Cisco UCCX integration with screen pops, call logging, and click-to-call. Automated workflows for approvals, reminders, and delinquency alerts. Data security compliant with Kenyan regulations. User/admin training, documentation, and post-go-live support (1 month). Why Me: Proven CRM deployments in financial services. Hands-on Cisco UCCX & CTI integration expertise. Microsoft & Cisco certified. Let’s connect to finalize requirements and get started. Best regards, Nidhi

@sangeeta830

As a premier Microsoft Power Platform developer, I possess the advanced skill set in Power Apps, Power Automate, SharePoint, Power BI, and other essential components needed for your project. With focus on delivering secure, scalable and user-centric applications over the last four years, I've developed expert competence in workflows automation, creation of comprehensive user interfaces using my responsive UI/UX knowledge, report embedding in apps and more. I'm not only well-versed with integrating Microsoft Dynamics 365 CRM but also aligning it seamlessly with Cisco Contact Center - exactly what you require. Moreover, my knowledge of CTI (Computer Telephony Integration) standards and APIs will facilitate the required call logging and activity history in your CRM as well as the click-to-call functionality you'll benefit from. Having a strong understanding of customer data privacy and security, I can ensure that the applicable local regulations are integrated into your systems to achieve optimum compliance. Prepare for a superbly implemented Dynamics CRM solution!

@CJP85

Hey there, This project is right up our alley! We specialize in Microsoft Dynamics 365 CRM, with a track record in financial services. Our approach ensures a quick and hassle-free deployment, tailored to your microfinance needs. We'll seamlessly integrate Cisco Contact Center for enhanced customer engagement. Even though we're new on freelancer, our team guarantees top-notch quality at competitive rates. Let's elevate your operations together. Looking forward to making this a success. Reach out, and we'll handle the rest efficiently. Best Regards, Chris Pretorius & Team

@RusianD

Hello Rogers, I recently completed a project similar to what you are looking for, utilizing Cisco, CRM, Dynamics 365, API Integration, and Power Automate. I am Ruslan D, a CRM expert with over 5 years of experience. I am excited about the opportunity to work on this project. To achieve the successful integration of Microsoft Dynamics 365 CRM with Cisco Contact Center for your microfinance institution, I will begin by conducting a thorough analysis of your requirements. I will then design and configure a customized CRM solution tailored to your specific needs, focusing on customer onboarding, loan processing, collections, reporting, and compliance. The integration with Cisco Contact Center will include features such as screen pop-ups, call logging, click-to-call functionality, and real-time interaction tracking. I have hands-on experience in CRM implementation, Cisco Contact Center integration, and developing custom workflows and Power Automate flows. I will ensure data security, compliance, and provide comprehensive training and documentation for end-users. Please initiate a chat to discuss this project further. Thanks, Ruslan D

@dwaynevdwalt

I am a perfect fit for your project, specializing in Microsoft Dynamics 365 CRM development and Cisco Contact Center integration. Your need for a clean, professional, and seamless CRM solution aligned with local regulations resonates with my expertise. While I am new to Freelancer, rest assured, I have ample experience off-site. I would love to chat more about your project! Regards, Dwayne

@kanika6665

Hello Rogers, As a microfinance institution in Kenya, your vision for a seamless customer experience through Microsoft Dynamics 365 CRM and Cisco Contact Center integration is inspiring. I am Kanika, a seasoned Microsoft Dynamics 365 CRM consultant, eager to embark on this transformative journey with you. My approach involves meticulously designing, configuring, and deploying a tailored CRM solution that aligns with your unique microfinance lending model. I will focus on modules like customer onboarding, loan processing, delinquency management, customer service, and robust reporting capabilities. To ensure a unified customer engagement experience, I will expertly integrate the CRM with Cisco Contact Center (UCCX) for screen pop-ups, call logging, click-to-call functionality, and real-time interaction tracking. Data security and compliance will be paramount, adhering to local regulations and industry best practices. My extensive experience in Dynamics 365 CRM implementation, coupled with hands-on Cisco Contact Center integration proficiency and familiarity with CTI standards, equips me to deliver a comprehensive solution that exceeds your expectations. I am Microsoft Certified in Dynamics 365 Customer Engagement and possess the necessary skills to document processes, conduct end-user training, and provide post-deployment support. I look forward to showcasing my past Dynamics CRM projects, certifications, and skills to demonstrate my expertise in realizing your project goal

@bohdanz5

As an experienced developer, I understand the complexities and nuances of large-scale systems integrations like the one you need. My expertise in Python, along with frameworks such as Flask and FastAPI, can help me seamlessly integrate your Microsoft Dynamics 365 CRM with your Cisco Contact Center. My familiarity with CTI standards and APIs is a huge advantage as is the experience in developing custom workflows and Power Automate flows, essential for your project. I have a proven track record of delivering tailored solutions for financial services organizations, making me uniquely aware of the demanding data security standards and compliance minefield you navigate. Your microfinance lending model needs specialized attention than generic solutions just won't provide. Having worked on Contentful-based CMS platforms before, I am adept at tailoring API integrations to ensure end-to-end workflow, from incoming calls screen pop-ups to real-time interaction history. To further strengthen my profile, I hold Cisco Collaboration/Contact Center certifications and can provide user manuals, admin documentation, comprehensive end-user training sessions and post-deployment support for at least a month. Building smart, maintainable systems aligned with end-users needs is my ethos. Let's discuss timelines and project cost so we can embark on this journey together!